Bret Keisling and Patrice Radogna of Capital Trustees visited BerryDunn [BerryDunn.com] in Portland, Maine. In this episode, we share their roundtable discussion with BerryDunn's Seth Webber (Principal, CFA, ASA, CBA, CVA, CBEC) and Katy Whitehead (Manager, CVA, MBA).

Be sure to subscribe to receive updates about our future episode with Seth Webber, as well as our 2019 webinar series where we will go into more depth on several of the key points covered in this roundtable.